RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.32M
3
+$4.01M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.04M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.83M

Top Sells

1
+$5.64M
2
+$3.36M
3
+$3.26M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.84M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$2.62M

Sector Composition

1 Technology 8.43%
2 Financials 3.58%
3 Consumer Staples 2.69%
4 Consumer Discretionary 2.57%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$225B
$512K 0.05%
3,761
-22
ESGU icon
127
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$505K 0.04%
3,733
+9
GS icon
128
Goldman Sachs
GS
$237B
$500K 0.04%
707
-9
CSX icon
129
CSX Corp
CSX
$64.7B
$494K 0.04%
15,138
-166
CSCO icon
130
Cisco
CSCO
$303B
$472K 0.04%
6,804
+27
MAR icon
131
Marriott International
MAR
$76.4B
$469K 0.04%
1,717
+1
VTWO icon
132
Vanguard Russell 2000 ETF
VTWO
$12.4B
$466K 0.04%
5,345
+15
HEI.A icon
133
HEICO Corp Class A
HEI.A
$34.4B
$462K 0.04%
1,786
YORW icon
134
York Water
YORW
$460M
$456K 0.04%
14,427
+15
ACNB icon
135
ACNB Corp
ACNB
$497M
$433K 0.04%
10,098
DUK icon
136
Duke Energy
DUK
$95.4B
$411K 0.04%
3,487
+83
HSIC icon
137
Henry Schein
HSIC
$8.56B
$399K 0.04%
5,466
RTX icon
138
RTX Corp
RTX
$234B
$395K 0.03%
2,704
+214
ORRF icon
139
Orrstown Financial Services
ORRF
$663M
$394K 0.03%
12,392
+87
NFLX icon
140
Netflix
NFLX
$474B
$391K 0.03%
292
NOW icon
141
ServiceNow
NOW
$176B
$390K 0.03%
379
F icon
142
Ford
F
$52.6B
$381K 0.03%
35,081
-148
PFE icon
143
Pfizer
PFE
$143B
$356K 0.03%
14,684
-204
SCHD icon
144
Schwab US Dividend Equity ETF
SCHD
$70.7B
$350K 0.03%
13,193
-948
MMM icon
145
3M
MMM
$89.2B
$345K 0.03%
2,263
-16
LOW icon
146
Lowe's Companies
LOW
$128B
$330K 0.03%
1,488
-266
BAC icon
147
Bank of America
BAC
$383B
$330K 0.03%
6,971
-218
FLXS icon
148
Flexsteel Industries
FLXS
$191M
$328K 0.03%
9,112
FRAF icon
149
Franklin Financial Services
FRAF
$217M
$318K 0.03%
9,195
+15
KMB icon
150
Kimberly-Clark
KMB
$34.8B
$317K 0.03%
2,456
-4
4 5
6
7 8